Beneficiary Registration

i-payout's batch processing feature enables efficient bulk beneficiary registration. Merchants can compile a batch file with records for each beneficiary they wish to register, facilitating mass operations.

Step 1: Download Example File

From i-payout's main page, hover over the End Users menu and click Import Users.

In the Import Users screen, you can find example files in CSV and Excel format. To download the file in your preferred format, click the links on the admin portal or click the links here for CSV or Excel.

The supported file formats are:

CSV (Comma-Separated Values)
XLSX (Microsoft Excel Open XML Spreadsheet)

Step 2: Fill in the Information

Batch File Structure

The files submitted must adhere to a specific structure to ensure proper processing:

Header Row: The first row must contain field names as specified in the documentation.
Data Rows: Following the header, each row represents a customer record to be registered.

Record Format

The format for customer registration records is detailed below.

Field Name	Description	Data Type	Required
UserName	Unique username for the customer	String	Yes
FirstName	Customer's first name	String	Yes
LastName	Customer's last name	String	Yes
CompanyName	Name of the customer's company (if applicable)	String	No
Address1	Primary street address	String	No
Address2	Secondary street address (if any)	String	No
City	City of residence	String	No
State	State of residence	String	No
ZipCode	Postal code	String	No
Country2xFormat	Two-letter country code	String	No
PhoneNumber	Primary phone number	String	No
CellPhoneNumber	Mobile phone number	String	No
EmailAddress	Primary email address	String	No
SSN	Social Security Number (if applicable)	String	No
CompanyTaxID	Tax identification number for the company	String	No
GovernmentID	Government-issued identification number	String	No
MilitaryID	Military identification number (if applicable)	String	No
PassportNumber	Passport number	String	No
DriversLicense	Driver's license number	String	No
DateOfBirth	Customer's date of birth	Date	No
WebsitePassword	Password for website access	String	No
DefaultCurrency	Preferred currency for transactions	String	No
PreferredLanguage	Preferred language for communications	String	No
SecondaryEmailAddress	Secondary email address (if any)	String	No
skipAutoSvcOrder	Indicates if automatic service orders should be skipped	Boolean	No
isBusinessUser	Indicates if the user is a business user	Boolean	No
businessUsername	Username for business users (if applicable)	String	No
secondaryEmail	An additional email address	String	No

Step 3: Submit File

To create beneficiaries, you must submit the file with the beneficiaries' information.

Hover the mouse over the End Users menu and click Import Users. Click Choose File, select the file with the information of the beneficiaries you want to register and click Upload.

Check that all beneficiaries appear in the Users to Import table. Beneficiaries who appear in the Invalid users NOT to import table will not be imported, and their information should be corrected. Once all beneficiaries appear in the correct table, click Submit Import.